Morning Scan

The AI industry is doing that thing again where it builds the weapon and the shield in the same news cycle — new frontier models, a fresh safety body, and an agent-security platform from Nvidia, all while an actual AI-agent crime ring made off with 600K credit cards. Big Tech's older businesses, by contrast, keep grinding along with less drama and more billable hours.

600,000 — Credit card records stolen by AI agents operating across three open-source frameworks, hitting at least 27 companies at roughly $25 per stolen identity. (The Next Web)

Machines & Minds

Google, OpenAI and Anthropic plan AI safety body

The industry's answer to "should someone regulate us?" is, characteristically, "we'll regulate ourselves, thanks." (The Next Web)

Nvidia launches the Open Agent Safety Platform

A reference design meant to stop AI agents from "escaping" — which is a wild sentence to need hardware for. (CNBC)

AI agents stole 600,000 credit cards for about $25 a target

The cautionary tale that makes the above two items feel less theoretical and more urgent. (The Next Web)

Q&A with Mustafa Suleyman on AI safety incidents (paywall)

Microsoft's AI chief wants an industry "red line" before models get 10x bigger — timing that sits awkwardly next to the self-policing safety body above. (Bloomberg)

9/28: Claude Sonnet 5.5

Another frontier release, dropped the same week Starship reached orbit — a busy week to be anything other than a model. (MTS)

Connected World

Precision Neuroscience raised a $250M Series D at a $1B+ valuation (paywall)

Brain-computer interfaces crossed into unicorn territory, Bill Ackman in tow. (NYT)

HMRC vowed to break up with Capgemini then paid it another £4.2B

The UK wants public money backing British business; the incumbent French contractor is sticking around until 2036 anyway. (The Register)

Under Trump, CFTC Scales Back Enforcement, Worrying Farmers (paywall)

Lighter-touch commodities regulation is great until you're the cotton broker on the wrong end of a trade gone bad. (NYT)

Trump's Tariffs Push Canadian Companies to Look Past American Links (paywall)

Three years of tariff whiplash later, Canadian firms are finally hedging their biggest customer relationship. (NYT)

Connected World

Raspberry Pi Stock Jumps 30% as Demand Surges

Great quarter, undercut slightly by the news that boards are now RAM-locked at purchase — a curious way to reward loyal hobbyists. (Slashdot)

Apple renews Qualcomm patent deal

Effective 2027, both sides get another multi-year truce instead of another courtroom rematch. (Six Colors)

NXP and TSMC affiliate Vanguard inaugurate joint chip fab in Singapore

Mass production targeted for early 2027, and they're already eyeing a second plant — demand clearly isn't the constraint. (Nikkei Asia)

Microsoft ditches "Copilot+" branding for "AI PCs"

Two years and one rebrand later, the "Copilot" button's mandate looks a little less permanent. (Boing Boing)